NAIFA is pleased to announce that Flagship Financial, with offices in Sanatoga and Trappe, PA, has become a NAIFA 100% Agency. Under the membership program, Flagship Financial has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.
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Flagship Financial Is a NAIFA 100% Agency
By NAIFA on 9/17/21 4:38 PM
Topics: Press Release Membership
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NAIFA Family Response Fund to Assist Members Impacted by Hurricane Ida
By NAIFA on 8/30/21 2:13 PM
NAIFA has reopened access to the NAIFA Family Response Fund to benefit members of the association impacted by Hurricane Ida and its remnants, which hit New Orleans and other Gulf Coast communities, as well as Northern states including New Jersey, New York, and Pennsylvania. High winds, extreme rainfall, flooding, tornadoes, and utility outages have resulted in significant property losses and fatalities.
Topics: Press Release Membership
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NAIFA Members Earn the LACP Certification
By NAIFA on 8/17/21 10:26 AM
NAIFA congratulates the members who earned the Life and Annuity Certified Professional (LACP) certification during the July testing window:
- Steven Bergee, LACP, (loyal member since 2009) Senior Vice President and Managing Partner of e4 Insurance Services in Fargo, ND.
- Wanda Caffrey, LACP, (loyal member since 2004) a Financial Advisor with inSource Financial Advisors (Ameritas) in Lincoln, NE.
- Greg Reddell, LACP, (loyal member since 2021) a State Farm Agent in Salisbury, MD.
- John Reilly, CFP, LACP, (loyal member since 1997) Senior Financial Advisor with Allied Wealth Partners in Madison, NJ.
Topics: Certifications & Designations LACP Press Release
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NAIFA and WebCE Announce Educational Partnership to Benefit Members in the Financial Services Industry
By Suzanne Carawan on 8/16/21 10:33 AM
The National Association of Insurance and Financial Advisors (NAIFA) and WebCE have completed an educational partnership agreement to supply NAIFA members with online CE-based education for insurance and financial advisors. The offering is comprehensive and spans pre-licensing exam preparation for insurance and securities exams through company-mandated training for workplace training and firm element. NAIFA will enable its members to attain continuing education for licensure, certifications, and designations through the partnership.
Topics: Benefits Continuing Education Professional Development Diversity Press Release NAIC Model Regulation Membership
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Weigner Insurance in Pottstown, PA, Is a NAIFA 100% Agency
By NAIFA on 8/2/21 4:00 PM
The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce that Weigner Insurance & Financial Services in Pottstown, PA, has become a NAIFA 100% Agency. Under the membership program, Weigner Insurance has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.
Topics: Press Release
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Randy Clark Joins NAIFA as Senior Director of Membership Outreach and Engagement
By NAIFA on 7/20/21 9:30 PM
NAIFA is pleased to announce that Randy Clark has joined the NAIFA team as Senior Director of Membership Outreach and Engagement.
For the past 11 years, Clark worked for the National Rifle Association and led teams responsible for growing membership programs, contractor sales, events and conferences, and industry partnerships. He also held leadership sales positions with Nauticon Imaging Solutions, AirTran Airways, and Coca-Cola. He holds a BS in Marketing from the University of Maryland.
Topics: Press Release
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Michelle Harris Joins NAIFA as VP of Business Development and External Relations
By NAIFA on 7/7/21 4:34 PM
NAIFA is pleased to announce that Michelle Harris has joined the NAIFA team as Vice President of Business Development and External Relations.
Topics: Press Release
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NAIFA Partners with Real Wealth® Marketing to Offer Marketing Solutions to Members
By NAIFA on 6/30/21 1:59 PM
NAIFA and Real Wealth® Marketing have entered a marketing partnership to promote professional cooperation between the two organizations. Under the partnership, Real Wealth® Marketing will offer NAIFA members free and discounted memberships that include access to educational webinars on technology, relationship building, and marketing solutions.
Topics: Marketing Press Release
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Primary Financial in Edison, NJ, Is a NAIFA 100% Agency
By NAIFA on 6/25/21 12:59 PM
NAIFA is pleased to announce that Primary Financial in Edison, NJ, has become a NAIFA 100% Agency. Under the membership program, Primary Financial has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.
Topics: Press Release
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NAIFA’s Performance + Purpose Conference Is Set to Redefine the Lines
By NAIFA on 6/22/21 1:44 PM
Registration is open for NAIFA’s Performance + Purpose (P+P) conference, NAIFA’s signature professional development event, August 17-19. This year’s P+P will remain in an all-virtual format with the expectation of returning to an in-person conference in 2022 in Phoenix.